Plan Ledger DOL Form 5500 · updated monthly

Watson Realty Corp.401(k)

WATSON REALTY CORP. 401(K) PLAN · JACKSONVILLE, FL · plan year 2025

Reported admin expense ratio · 2025
0.70%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Watson Realty Corp. reported $100,308 in plan administrative expenses for 2025: 0.70% of average plan assets, higher than ~90% of peers. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio rose from 0.56% to 0.70%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 1,384th-largest of 3,644 plans among Florida employers on file, and the 859th of 2,096 in real estate & leasing. active participation has shrunk from 390 to 253 since 2022.

Plan summary
Net assets, end of year$14,702,025
Participants with balances428
Active participants253
Employer contributions$0
Employee contributions$764,895
Employer contribution per active participant$0
Average account balance$34,351
Benefits paid to participants$1,462,466
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$14.7M · 428 accts
2024$13.9M · 448 accts
2023$13.0M · 460 accts
2022$11.9M · 480 accts · $119K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$84,359
Investment management$20
Total administrative$100,308
The Watson Realty Corp. 401(k) match · 2025
Employer contribution per active participant$0
Median for plans this size$2,666

Watson Realty Corp.'s 2025 employer contribution ran below the $2,666 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
JOHN HANCOCK USA · Recordkeeping · Investment management$3,500

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year3
2025John Hancock
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$100,308 · 0.70%
2024$96,070 · 0.71%
2023$75,257 · 0.60%
2022$71,877 · 0.56%
Same employer
Similar plansReal Estate & Leasing · Florida
Vacation Innovations, LLC FL$15.7M · 0.47%
Cpg Property Services LLC FL$15.4M · 0.61%
Daily Management, Inc. FL$14.5M · 0.66%
Cenvill Recreation, Inc FL$12.5M · 0.39%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 591152302 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.